Benefits Effective Campaign Management. Automate the execution of marketing campaigns across multiple channels, including website, email, events and social media. Improve Sales Collaboration. Align marketing and sales goals and improve collaboration by quickly converting leads into customers. Measure Campaign Performance. Analyze campaign statistics and ROI from the start of a marketing campaign to the final order transaction. Shortened… Continue reading Benefits and Challenges of NetSuite Marketing Automation
Category: NS Administration
All articles / code related to Netsuite administration
Currency revaluation and reversal in different periods
This article summarizes why NetSuite is posting unrealised gain or losses currency revaluation transaction at the end of the current period and its reversal at the beginning of the next period, when we run NetSuite currency revaluation task.
Customer Project Functionality in NetSuite: An Efficient Approach to Field Sourcing in Transaction Search
NetSuite offers a Customer Project functionality that allows businesses to manage projects associated with specific customers effectively. However, when utilizing this functionality, sourcing fields using transaction search by filtering the customer internal ID can become challenging. This is primarily because, when Customer Project functionality is activated, transactions related to projects are associated with project records… Continue reading Customer Project Functionality in NetSuite: An Efficient Approach to Field Sourcing in Transaction Search
Inbound shipment management
This section shows you how to work with the inbound shipment record, and covers the following tasks: Updating an Inbound Shipment Receiving Items on an Inbound Shipment Transferring Ownership of an Inbound Shipment Billing an Inbound Shipment Closing an Inbound Shipment To create an inbound shipment record: Go to Transactions > Purchases > Create Inbound… Continue reading Inbound shipment management
Manage Intercompany Orders
The Manage Intercompany Sales Order page shows intercompany purchase orders that have an intercompany transaction status of Pending or Rejected. Intercompany orders can have the following statuses: Pending: indicates that the intercompany order has not been paired with a corresponding order in another subsidiary. Order pairs are Sales Order/Purchase Order and Vendor Return Authorization/Return Authorization.Note Intercompany orders… Continue reading Manage Intercompany Orders
User is getting a SAML error: “Your access has been deactivated on SAML SSO login even when user is active and has access”
Scenarios: Notice: “Your access to [companyname] has been deactivated. Please contact the company’s administrator to re-activate your access” is received on login from IDP platform to NetSuite. Verify if user has an active employee record (List > Employees > Employees) by checking the status on the employee record. Status should be “Active”. Verify if the role… Continue reading User is getting a SAML error: “Your access has been deactivated on SAML SSO login even when user is active and has access”
Account Setup and Maintenance
Line Item IDs in System Notes, End of Support for SMS/Voice Call for 2FA, Outbound Single Sign-on (SuiteSignOn) End of Support Targeted for NetSuite 2024.2
Remove Comma from the text field in Saved Searches
The formula to remove the commas (for 1000 separation) in the amount/currency type fields can not be applied for text fields. For the text fields, the replace function can be used to remove the comma. REPLACE({amount},’,’, ”)
Disabling Inventory Status Feature
Disabling Inventory Status Feature
Trial Balance period-wise report
This article provides the details on how to prepare a trial balance report that can show the YTD balance per accounting period in individual columns in NetSuite.